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titleAccess

To access SIA Tableau reports please complete this access request form. Some Tableau reports may be owned by different teams, for access to:

You will need to be on the campus network or the virtual private network (VPN) in order to gain access to Tableau.  Further information on using the VPN is available at: http://www.york.ac.uk/it-services/connect/vpn

Once you're connect to the VPN you can log in with your York username (abc123) and password.

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titleTableau Structure

Tableau’s structure consists of sites, projects, workbooks and views.

Sites
There are multiple different Tableau sites managed by different teams (including granting access to workbooks). Using the navigation panel you can switch between different sites.



Projects
Within a site there are multiple projects. Projects are a way of organising folders which allow organisation of similar content within a site. Within a project there will be multiple workbooks which all relate to that project.

Workbooks
A workbook sits within a project and will contain multiple views which will present various views of data on the same area.

Views
A view displays different ways of visualising data as well as allowing Views are the individual dashboards contained within a workbook. They visualise data and allow for interaction via filters.

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titleSubscriptions

If you don't want to log in to Tableau daily but require a daily/weekly snapshot you can set up a subscription which will email you a copy of the data. This will be a static image or PDF.

To set up a subscription click the 'Watch' button. Tick the 'subscribe me' box and fill in the other options as required. There are various schedules set up which you can select, if there isn't one for the frequency you require please email business-intelligence@york.ac.uk.

To remove a subscription you've set up select 'Manage Subscriptions', this will take you to the subscription page of the workbook where you can select the three dots and click 'unsubscribe'.